LEVEL FOUR ADVISORY SERVICES, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 898 filers reported holding ISHARES GOLD TR in Q1 2022. The put-call ratio across all filers is 0.08 and the average weighting 1.0%.

Quarter-by-quarter ownership
LEVEL FOUR ADVISORY SERVICES, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$409,278
-0.5%
11,697
+3.4%
0.03%
+4.0%
Q2 2023$411,535
+81.8%
11,309
+86.7%
0.02%
+66.7%
Q1 2023$226,387
+8.5%
6,058
+0.4%
0.02%0.0%
Q4 2022$208,612
-3.0%
6,031
-11.6%
0.02%
-28.6%
Q3 2022$215,000
-7.3%
6,820
+0.7%
0.02%
-4.5%
Q2 2022$232,000
-2.9%
6,773
+4.4%
0.02%
+15.8%
Q1 2022$239,000
+5.8%
6,4890.0%0.02%
+11.8%
Q4 2021$226,0006,4890.02%
Other shareholders
ISHARES GOLD TR shareholders Q1 2022
NameSharesValueWeighting ↓
VCU Investment Management Co 792,658$29,621,629100.00%
MOON CAPITAL MANAGEMENT LP 1,559,604$58,282,40158.48%
Sagil Capital LLP 1,000,000$37,37016.95%
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 303,071$113,257,59816.35%
Proficio Capital Partners LLC 2,398,371$89,627,12514.22%
Mader & Shannon Wealth Management, Inc. 554,292$20,713,89213.66%
Sowa Financial Group, Inc. 501,877$18,75513.43%
EPIQ Capital Group, LLC 591,110$22,089,78111.12%
Arlington Capital Management, Inc. 285,644$10,674,51610.04%
Legend Financial Advisors, Inc. 313,671$11,721,8949.84%
View complete list of ISHARES GOLD TR shareholders